AAP
ARDC

Arax Advisory Partners’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Arax Advisory Partners’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-600
Closed -$8.53K – 3628
2025
Q2 		$8.53K Buy
+600
New +$8.29K ﹤0.01% 2036

Other funds holding ARDC

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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arax Advisory Partners's ARDC Position: Q3 2025 in Review

Arax Advisory Partners sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q3 2025, closing a stake of 600 shares — an estimated $8.53K sold.

Arax Advisory Partners first reported a position in ARDC in Q2 2025 and held it in 1 quarter. The position peaked at $8.53K in Q2 2025. 65 funds tracked by Wall St. Rank hold ARDC as of Q3 2025.

  • Arax Advisory Partners reported no remaining Are Dynamic Credit Allocation Fund position as of Q3 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 600 Are Dynamic Credit Allocation Fund shares in Q3 2025, an estimated $8.53K.
  • Arax Advisory Partners first reported a position in Are Dynamic Credit Allocation Fund in Q2 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Are Dynamic Credit Allocation Fund position peaked at $8.53K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.